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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3 years Filed as: PNC BAMK, N.A. Service code 25 · EIN 22-1146430 | Directed Trustee | $8,922 |
PNC BANK, N.A.3 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,758 | $58,093-79.8% | $80,022-85.3% | $56,287-79.1% |
| Participation rate | 72.6% | 73.6%-1.0pp | 75.8%-3.2pp | 69.9%+2.8pp |
| Annual return | -3.50% | 34.63%-38.1pp | 11.22%-14.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,315 | $3,136-26.2% | $3,686-37.2% | $3,350-30.9% |
| Admin fee / account holder | $89 | $623-85.7% | $6,521-98.6% | $521-82.9% |